The weekly report, written before Monday.
Every week someone pulls numbers from five places, checks what's overdue and writes the same report again. For a team sending five or more reports a week to clients, managers or the board, that is a day lost every week.
Skip this if your tools already send the report you need. Schedule that instead.
- What you get
- Agents that run on a schedule, check what's overdue and draft each weekly report
- Pilot length
- 4 to 6 weeks on one report
- Price range
- Pilot from US$2,400, version 1 from US$7,200
- We need from you
- The reports you send today, read access to the sources, and one person to check drafts
Pulled, checked, drafted.
Every Monday at 7, daily, or at month end: whenever the report is due.
Late tasks, slipping milestones and missing updates, listed with who owns each one.
The numbers, what changed and why, in your format, for each client or team.
Each report goes to its owner to check and send, never straight to the reader.
Bookings rose after the reminder texts went live on Tuesday. Two tasks slipped: the payments page and the Bayside clinic setup, both waiting on the client.
One flow, with an owner checking.
The agent does the pulling and the first draft. The person who owns the report checks it and sends it.
What comes in
Your project tool, CRM, tickets and spreadsheets, plus last week's report.
What it works out
Pulls this week's numbers, compares them with last week, and drafts the report with the reasons.
Where it puts it
Drafts land in each owner's inbox or Slack, and overdue items go to the people who own them.
Who checks it
The owner edits and sends each report, and their edits tune the next one.
The demo needs a bigger screen, so it opens full screen on a phone.
Bookings, forms and open tasks, for Jo to check and send.
- Pulled
Bookings 412, forms completed 96%, open tasks 7.
- Compared
Bookings up 18% on last week.
- Draft
Bookings rose after the reminder texts went live. Two tasks slipped, both waiting on the client.
The report waits in Jo's inbox to check and send.
Confidence 0.90 · bar 0.80Pilot, then version 1, then run it.
Each step is priced on its own, so you can stop after the pilot if the drafts need too much fixing.
Pilot
One report and its sources, with the owner checking every draft.
- Time
- 4 to 6 weeks
- Price
- From US$2,400
- Ends with
- A go or stop, with the time saved per report
Version 1
Every report, schedules, overdue alerts and a log of what was sent.
- Time
- 5 to 6 weeks
- Price
- From US$7,200
- Ends with
- Reports ready before Monday
Run and improve
Model updates, new reports, and monthly tuning on the edits people made most.
- Time
- Monthly
- Price
- From US$599 a month
- Ends with
- A report every month
In US dollars · monthly plans on the pricing page
Estimate this build.
Answer three questions and the estimator opens with the weekly reports agent already picked.
Typical · pilot from US$2,400 · version 1 from US$7,200You may not need us. Here's how to tell.
Reporting tools can send scheduled reports. If one covers what you need, use it. These are the usual options and where each one stops.
Data Studio (formerly Looker Studio)
Free dashboards and scheduled email reports from Google and other sources.
Sends charts, not a written report that says what changed and why.
AgencyAnalytics
Client reporting for agencies, with templates and scheduled sends.
Built for marketing numbers, not project or ops reports.
Zapier with AI steps
Scheduled workflows that can pull data and draft text.
Copilot drafts workflows; you still test, maintain and add checks.
That is where an off-the-shelf reporting tool runs out, and where this build earns its price.
It drafts. Owners send.
The build is set up so a mistake becomes a line the owner fixes, not a wrong number in front of a client.
Read-only access to the sources each report uses. It can't send a report on its own.
Data and drafts stay in your cloud region, with a log of every report sent.
Each figure in a draft links to where it came from.
Each report's owner checks and sends it, and a lead reviews a sample each month.
Proof
The first two pilots get the AI blueprint (US$1,800) free, in return for a case study with your name on it.
Same build, different report.
Not sure this is your problem? These three use the same parts for a different job.
Client reports for agencies
Results, work done and next steps drafted for each client, ready to check and send.
See all use cases →Overdue checks for project teams
Late tasks and slipping milestones found every morning and sent to their owners.
See all use cases →Month-end packs for finance
The numbers, variances and notes drafted for the controller to review.
See all use cases →Questions
Will it send reports on its own?
No. Each draft goes to its owner, who checks and sends it.
What does agent mean here?
A program that runs on a schedule, pulls data, checks it against your rules and writes a draft, then stops for a person.
Which tools can it read?
Project tools such as Jira, Asana or Monday, CRMs, spreadsheets, and your own systems with an API.
What does it cost to run?
You pay the model provider per report. The pilot report shows the monthly cost.
What if a number looks wrong?
Each number links to its source, and the owner fixes it before sending. The fix tunes the next draft.
Can it chase people for updates?
Yes. It can draft a message to each person with an overdue item, for the owner to send.
Get this scopedin 30 minutes.
Bring two reports you send every week if you can. You leave with a written next step and a price range for the pilot.
India time · confirmed on Cal ID